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Excel Tip

Create and insert a single sheet template into any Excel document.

Think of the possibilities - you can create a single sheet template and insert it into numerous documents.  It contains all the necessary information you need including any formulas, borders, fill colours etc.  All you have to do is right-click on any sheet tab in any workbook and choose insert.  From the choices available, you simply select your template.

Here's how to create it:  Open a new blank workbook and delete all but one worksheet.  Enter all the data your need on the sheet and format the cells accordingly.  This can include headers & footers, formulas, borders, fill colours, cell formatting ($$ or text etc.) alignment, column widths, row heights and so on and so on...

When you think you have all the basics (REMEMBER NOT TO INCLUDE ANY INFORMATION THAT WILL CHANGE - JUST THE THINGS THAT WON'T), use File, Save As and choose Document Template (.xlt) from the "Save as type" drop down menu at the bottom of the screen.  Make sure the name you use is something obvious and relevant so it is easy to spot this template when you need it.

It must be saved in the Microsoft default Templates folder in order for it to appear on the "General tab" when you right-click and choose insert.

Now whenever you want to use this sheet, you can simply insert it.  No need to try to cpy it to another workbook or, (even worse) try to copy and paste the whole thing.

Donna Harwood

The Office Tutor

www.theofficetutor.com

 

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